Automatic enrolment configuration tool

Step 8: Pension provider output file details

The IRIS AE Suite™ allows you to produce output files for your chosen provider to upload directly onto their web portal.

Include

Pension providers require you to include different employees in the output file. However, this depends on whether the software completes the assessment.

  • Generally, we assume that payroll will complete the assessment. Therefore, the Include option sets to This fund only by default.

  • If the assessment completes using another method, for example, by using another software, you may need to enter information on all employees. In this case, select All Employees.

If you are unsure who to include in your output files, please contact your pension provider.

AE Config tool - step 8 - File out

Pension provider not listed?
We can create a file compatible with your chosen pension provider
Give us a call on 0344 815 5555 to discuss the options.